Civic Intelligence

Consumer Education Services Inc

EIN 56-2106758 • 501(c)3 • Raleigh, NC

View Organization Page

Profile

Consumer education services, inc. Empowers people to overcome their financial challenges and lead financially-healthy lives.

3724 National Drive Suite 220Raleigh, NC 27612

www.cesisolutions.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

12th percentile

0.01x

Higher debt load relative to assets than 12% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Liabilities / Revenue

19th percentile

0.07x

Higher debt load relative to revenue than 19% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Net Margin

21st percentile

-6.5%

Higher net margin than 21% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

62nd percentile

9.2%

Faster asset growth than 62% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Revenue Growth

4th percentile

-49%

Faster revenue growth than 4% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets12th percentile

Assets

Up

$25,151,407

Up $2,108,802 (+9.2%) from 2023

Liabilities

Down

$195,145

Down $715,471 (-79%) from 2023

Net Assets

Up

$24,956,262

Up $2,824,273 (+13%) from 2023

Operations
Liabilities / Revenue19th percentileNet Margin21st percentile

Revenue

Down

$2,760,767

Down $2,626,733 (-49%) from 2023

Expenses

Down

$2,939,903

Down $3,034,535 (-51%) from 2023

Net Income

Up

-$179,136

Up $407,802 (+69%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth62nd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$40M$30M$20M$10M$0Assets 2010: $16,676,224Liabilities 2010: $6,387,544Net Assets 2010: $10,288,6802010Assets 2011: $22,284,131Liabilities 2011: $4,817,445Net Assets 2011: $17,466,6862011Assets 2012: $27,986,505Liabilities 2012: $3,162,516Net Assets 2012: $24,823,9892012Assets 2013: $33,541,823Liabilities 2013: $2,861,411Net Assets 2013: $30,680,4122013Assets 2014: $36,346,440Liabilities 2014: $1,992,829Net Assets 2014: $34,353,6112014Assets 2015: $36,723,307Liabilities 2015: $3,755,448Net Assets 2015: $32,967,8592015Assets 2016: $23,753,463Liabilities 2016: $3,238,338Net Assets 2016: $20,515,1252016Assets 2017: $23,838,092Liabilities 2017: $2,618,725Net Assets 2017: $21,219,3672017Assets 2018: $23,375,411Liabilities 2018: $2,406,233Net Assets 2018: $20,969,1782018Assets 2019: $23,715,201Liabilities 2019: $2,273,404Net Assets 2019: $21,441,7972019Assets 2020: $23,548,010Liabilities 2020: $2,233,183Net Assets 2020: $21,314,8272020Assets 2021: $26,795,782Liabilities 2021: $1,770,718Net Assets 2021: $25,025,0642021Assets 2022: $23,360,630Liabilities 2022: $979,555Net Assets 2022: $22,381,0752022Assets 2023: $23,042,605Liabilities 2023: $910,616Net Assets 2023: $22,131,9892023Assets 2024: $25,151,407Liabilities 2024: $195,145Net Assets 2024: $24,956,2622024

Highlighted filing

2024

Assets$25,151,407
Liabilities$195,145
Net Assets$24,956,262
Open 2024 Filing

Operations Trend

Revenue Growth4th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$40M$20M$0-$20MExpenses 2010: $33,376,7132010Expenses 2011: $27,618,2462011Expenses 2012: $21,016,4792012Expenses 2013: $14,993,2822013Revenue 2014: $15,551,526Expenses 2014: $13,096,601Net Income 2014: $2,454,9252014Revenue 2015: $10,546,635Expenses 2015: $10,758,303Net Income 2015: -$211,6682015Revenue 2016: $6,580,504Expenses 2016: $18,471,541Net Income 2016: -$11,891,0372016Revenue 2017: $7,879,213Expenses 2017: $8,595,073Net Income 2017: -$715,8602017Revenue 2018: $8,538,797Expenses 2018: $9,011,799Net Income 2018: -$473,0022018Revenue 2019: $8,370,602Expenses 2019: $8,830,612Net Income 2019: -$460,0102019Revenue 2020: $7,890,936Expenses 2020: $7,033,768Net Income 2020: $857,1682020Revenue 2021: $7,112,635Expenses 2021: $6,807,417Net Income 2021: $305,2182021Revenue 2022: $7,529,671Expenses 2022: $5,423,064Net Income 2022: $2,106,6072022Revenue 2023: $5,387,500Expenses 2023: $5,974,438Net Income 2023: -$586,9382023Revenue 2024: $2,760,767Expenses 2024: $2,939,903Net Income 2024: -$179,1362024

Highlighted filing

2024

Revenue$2,760,767
Expenses$2,939,903
Net Income-$179,136
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$25,151,407
Liabilities
$195,145
Net assets
$24,956,262
Revenue
$2,760,767
Expenses
$2,939,903
Net income
-$179,136
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$25.2$0.20$25.0$2.76$2.94$0.18
2023Detailed filing. Detailed filing data is available for this year.$23.0$0.91$22.1$5.39$5.97$0.59
2022Detailed filing. Detailed filing data is available for this year.$23.4$0.98$22.4$7.53$5.42$2.11
2021Detailed filing. Detailed filing data is available for this year.$26.8$1.77$25.0$7.11$6.81$0.31
2020Detailed filing. Detailed filing data is available for this year.$23.5$2.23$21.3$7.89$7.03$0.86
2019Detailed filing. Detailed filing data is available for this year.$23.7$2.27$21.4$8.37$8.83$0.46
2018Detailed filing. Detailed filing data is available for this year.$23.4$2.41$21.0$8.54$9.01$0.47
2017Detailed filing. Detailed filing data is available for this year.$23.8$2.62$21.2$7.88$8.60$0.72
2016Detailed filing. Detailed filing data is available for this year.$23.8$3.24$20.5$6.58$18.5$11.9
2015Detailed filing. Detailed filing data is available for this year.$36.7$3.76$33.0$10.5$10.8$0.21
2014Detailed filing. Detailed filing data is available for this year.$36.3$1.99$34.4$15.6$13.1$2.45
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$33.5$2.86$30.7$15.0
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$28.0$3.16$24.8$21.0
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$22.3$4.82$17.5$27.6
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$16.7$6.39$10.3$33.4
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 14, 2025
Return Version
2023v6.0
Gross Receipts
$2,760,767
Mission and Program Overview

Mission

Consumer education services, inc ("cesi") is a non-profit service provider of comprehensive personal financial education and solutions for all life stages and for all life's milestones our goal is enhanced economic security for everyone we serve.

Consumer education services, inc. Empowers people to overcome their financial challenges and lead financially-healthy lives.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$19,939,962$21,127,069▲ $1,187,107
Cash and Non-Interest-Bearing Accounts$1,602,668$3,304,893▲ $1,702,225
Accounts Receivable$955,234$282,002▼ $673,232
Land, Buildings, and Equipment, Net$63,412$30,610▼ $32,802
Savings and Temporary Cash Investments$30,376--
Pledges and Grants Receivable$28,800--
Prepaid Expenses and Deferred Charges$57,829$9,855▼ $47,974
Total Assets$23,042,605$25,151,407▲ $2,108,802
Other Assets Total$364,324$396,978▲ $32,654
Liabilities
Escrow Account Liability$207,481--
Unsecured Notes Loans Payable$200,000--
Accounts Payable and Accrued Expenses$363,616$123,248▼ $240,368
Other Liabilities$102,179$71,897▼ $30,282
Deferred Revenue$37,340--
Total Liabilities$910,616$195,145▼ $715,471
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$22,103,189$24,956,262▲ $2,853,073
Net Assets With Donor Restrictions$28,800--
Total Net Assets Fund Balance$22,131,989$24,956,262▲ $2,824,273
Total Liabilities and Net Assets / Fund Balance$23,042,605$25,151,407▲ $2,108,802

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$30,610$94,527$125,137
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseTotal
Robb CzyzewskiCheif OperatFT$147,075$147,075
Steve ColeTreasurerFT$106,889$106,889
Dayang Diane ChenChairman/ SePT$106,301$106,301

Board Members and Trustees

NameTitle
Alexis NelsonBoard Member
Naveed IftikharBoard Member
Robert FitzgeraldBoard Member
Wayne StallingsBoard Member
Revenue and Support

Revenue Composition

Contributions and Grants
$26,800
Program Service Revenue
$1,444,413
Investment Income
$330,899
Other Revenue
$958,655
All Other Contributions
$26,800
Change in Net Assets
$-179,136
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,849,110
Salaries, Compensation, and Employee Benefits$610,793
Grants and Similar Amounts Paid$480,000
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$480,000--$480,000
Current Officers, Directors, Trustees, and Key Employees$330,760$29,505-$360,265
Fees for Services Other$187,446$122,305-$309,751
Other Employee Benefits$115,150$28,788-$143,938
Other Salaries and Wages$97,867$8,723-$106,590
All Other Expenses$75,939$15,942-$91,881
Occupancy$52,268$13,067-$65,335
Insurance$44,675$11,169-$55,844
Other Expenses$38,348$9,587-$47,935
Depreciation Depletion$26,243$6,560-$32,803
Office Expenses$17,785$4,447-$22,232
Advertising$21,769--$21,769
Travel$16,313$4,078-$20,391
Information Technology$2,742$686-$3,428
Conferences and Meetings$840$210-$1,050
Interest-$825-$825
Total Functional Expenses$2,639,375$300,528$0$2,939,903
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Institute of Money ManagementRaleigh, NC-To Support Icmm$250,000
Carolina Community Impact IncRaleigh, NC-To Support Cci$230,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Right of Use Operating Lease Liabili$71,897
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“Organization's process to review form 990 - the president & ceo and the director of finance are responsible for reviewing and approving the form 990 before it is filed.”

Form 990, Page 6, Part VI, Line 12C

“Enforcement of conflicts policy officers, directors, and key employees are required to disclose any potential conflicts of interest annually on a conflict of interest form. Any known conflicts of interest require immediate disclosure.”

Form 990, Page 6, Part VI, Line 15A

“Compensation process for top officials - the board of directors generally determines and reviews the salary of the president and ceo. Compensation process for officers - the board of directors generally determines and reviews the salary of key employees.”

Form 990, Page 6, Part VI, Line 15B

“Compensation process for top officials - the board of directors generally determines and reviews the salary of the president and ceo. Compensation process for officers - the board of directors generally determines and reviews the salary of key employees.”

Form 990, Page 6, Part VI, Line 18

“GUIDESTAR.ORG”

Form 990, Page 6, Part VI, Line 19

“Governing documents disclosure explanation cesi makes it governing documents, conflicts of interest policy, and financial statements available to the public upon request. The organization form 990 is also available on guidestar.org.”

Filing and Contact Details

Filer

Filer Name
Consumer Education Services Inc
EIN
56-2106758
Phone
8664845373
Address
3724 NATIONAL DRIVE SUITE 220, RALEIGH, NC 27612

Signing Officer

Name
Dayang Diane Chen
Title
Chairman/ Secretary
Phone
8664845373
Signed
2025-05-14

Organization Details

Principal Officer
Dayang Diane Chen
Formed
1988
Legal Domicile
Nc
Voting Board Members
5
Independent Board Members
4
Employees
59

Preparer

Firm
Phillips Cpas & Advisors
Address
201 LAVINIA AVE, GREENVILLE, SC 29601
Preparer
Matthew V Phillips
Phone
8642361380
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“187,446 122,305 0”

Financial Statement Notes

Schedule D, Page 2, Part IV, Line 2B

“Cesi offers debt management programs to assist clients in paying their unsecured debts funds recieved from clients participating in the debt management program are deposited into various depository accounts and in to a separate for the benefit of other account (the "fbo account") on a daily basis. Funds residing in the fbo accounts are disbursed to cesi's operating account as contributions made to cesi by creditors and/or clients. Certain states require that clients funds be held in a depository account within that state until the respective creditors are paid. In this situation creditors are paid from monies from this state's depository account. Interest income earned on funds held in the various restricted accounts is used to pay for bank fees and other expenses. Cesi is responsible for any excess expense arising from the activities of these accounts.”

Schedule D, Page 3, Part X

“The organization recognizes the tax benefits from uncertain tax positions only if it is more-likely-than-not that the tax position will be sustained on examination by the taxing authorities, based on the technical merits of the position. The organization's income tax filings are subject to audit by various taxing authorities. Management believes the adoption of asc 740-10 resulted in no significant impact to the organization's financial statements.”

Raw XML AppendixShowing 400 of 510 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/MissionDesc0CONSUMER EDUCATION SERVICES, INC. EMPOWERS PEOPLE TO OVERCOME THEIR FINANCIAL CHALLENGES AND LEAD FINANCIALLY-HEALTHY LIVES.
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IRS990/OtherExpensesGrp/Desc2MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc3MEMBERSHIP FEES
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IRS990/OtherExpensesGrp/TotalAmt347935
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IRS990/OtherLiabilitiesGrp/EOYAmt071897
IRS990/OtherRevenueMiscGrp/Desc0GAIN ON SALES
IRS990/OtherRevenueMiscGrp/Desc1OTHER INCOME
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IRS990/PrincipalOfficerNm0DAYANG DIANE CHEN
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IRS990/ProgramServiceRevenueGrp/BusinessCd3541990
IRS990/ProgramServiceRevenueGrp/Desc0HOUSING STABILITY
IRS990/ProgramServiceRevenueGrp/Desc1DEBT MANAGEMENT PROGRAM
IRS990/ProgramServiceRevenueGrp/Desc2HOUSING SERVICES
IRS990/ProgramServiceRevenueGrp/Desc3COUNSELING PROGRAMS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0707449
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1376541
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2330903
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt329520
IRS990/ProgSrvcAccomActy2Grp/Desc0THE HUD HOUSING PROGRAM OFFERS A WIDE VARIETY OF HOUSING COUNSELING SERVICES TO POTENTIAL HOMEBUYERS, RENTERS AND CURRENT HOMEOWNERS. THESE SERVICES INCLUDE EDUCATION THROUGH GROUP SESSIONS AND ONE-ON-ONE COUNSELING. THE AREAS OF FOCUS ARE PRE-PURCHASE EDUCATION AND COUNSELING, RENTAL COUNSELING, FORECLOSURE PREVENTION COUNSELING, AND REVERSE MORTGAGE COUNSELING.CESI PROVIDED HOUSING STABILITY COUNSELING PROGRAM WITH ASSISTANCE TO HOMEOWNERS AND RENTERS BY REACHING OUT TO LOAN SERVICERS, LANDLORDS, EMERGENCY RENTAL ASSISTANCE FUNDERS, AND LOCAL/STATE HOUSING ASSISTANCE FUNDING PROGRAMS. CLIENTS WERE ALSO ASSISTED WITH BUDGETING NEEDS AND CREDIT REVIEW AND RECOMMENDATIONS AS WARRANTED.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0808470
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt01038352
IRS990/ProgSrvcAccomActy3Grp/Desc0COMMUNITY EDUCATION OUTREACH- CESI SUPPORTS THE ADVANCEMENT OF REVERSE MORTGAGE COUNSELING. FINANCIAL LITERACY EDUCATION WITHIN LOCAL AND STATE COMMUNITIES THROUGH A STRONG COMMUNITY OUTREACH PROGRAM. OUTREACH EFFORTS INCLUDE GROUP EDUCATION PROGRAMS, USUALLY IN PARTNERSHIP WITH LOCAL COMMUNITY AGENCIES OR EDUCATIONAL INSTITUTIONS. THE SECOND PART OF THE CESI OUTREACH EFFORT IS IN THE FORM OF FREE INDIVIDUAL FINANCIAL COUNSELING AT THE CESI CENTER WITH AN ACCREDITED CESI COUNSELOR. CESI OFFERS NUMEROUS FINANCIAL EDUCATIONAL RESOURCES, WHICH ARE EASILY ACCESSED BY ALL CONSUMERS AND NOT JUST CESI CUSTOMERS. THESE RESOURCES ARE DESIGNED TO HELP CONSUMERS BETTER MANAGE THEIR FINANCES AND TO ACHIEVE THE GOAL OF BECOMING DEBT FREE.
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IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt01081064
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt01050000
IRS990/PYInvestmentIncomeAmt0301736
IRS990/PYOtherExpensesAmt02701749
IRS990/PYOtherRevenueAmt0434803
IRS990/PYProgramServiceRevenueAmt03569897
IRS990/PYRevenuesLessExpensesAmt0-586938
IRS990/PYSalariesCompEmpBnftPaidAmt02222689
IRS990/PYTotalExpensesAmt05974438
IRS990/PYTotalRevenueAmt05387500
IRS990/ReconcilationRevenueExpnssAmt0-179136
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0406061
IRS990/SavingsAndTempCashInvstGrp/BOYAmt030376
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt01,612,845
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, LINE 10
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01081064
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt02037006
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt02336133
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01771841
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt07252844
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0330899
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0594963
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0439332
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0374388
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0526873
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt02266455
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt02733967
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt0958655
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt0434803
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt068552
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt069922
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt080913
IRS990ScheduleA/OtherIncome170Grp/TotalAmt01612845
IRS990ScheduleA/PublicOrganization170Ind0X
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IRS990ScheduleA/PublicSupportPY170Pct00.53990
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt01081064
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt02037006
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt02336133
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01771841
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt07252844
IRS990ScheduleA/TotalSupportAmt011132144
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/AgentTrusteeEtcInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt030610
IRS990ScheduleD/EquipmentGrp/DepreciationAmt094527
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0125137
IRS990ScheduleD/ExplanationProvidedInd0X
IRS990ScheduleD/FootnoteTextInd0X
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt071897
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0RIGHT OF USE OPERATING LEASE LIABILI
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0CESI OFFERS DEBT MANAGEMENT PROGRAMS TO ASSIST CLIENTS IN PAYING THEIR UNSECURED DEBTS FUNDS RECIEVED FROM CLIENTS PARTICIPATING IN THE DEBT MANAGEMENT PROGRAM ARE DEPOSITED INTO VARIOUS DEPOSITORY ACCOUNTS AND IN TO A SEPARATE FOR THE BENEFIT OF OTHER ACCOUNT (THE "FBO ACCOUNT") ON A DAILY BASIS. FUNDS RESIDING IN THE FBO ACCOUNTS ARE DISBURSED TO CESI'S OPERATING ACCOUNT AS CONTRIBUTIONS MADE TO CESI BY CREDITORS AND/OR CLIENTS. CERTAIN STATES REQUIRE THAT CLIENTS FUNDS BE HELD IN A DEPOSITORY ACCOUNT WITHIN THAT STATE UNTIL THE RESPECTIVE CREDITORS ARE PAID. IN THIS SITUATION CREDITORS ARE PAID FROM MONIES FROM THIS STATE'S DEPOSITORY ACCOUNT. INTEREST INCOME EARNED ON FUNDS HELD IN THE VARIOUS RESTRICTED ACCOUNTS IS USED TO PAY FOR BANK FEES AND OTHER EXPENSES. CESI IS RESPONSIBLE FOR ANY EXCESS EXPENSE ARISING FROM THE ACTIVITIES OF THESE ACCOUNTS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION RECOGNIZES THE TAX BENEFITS FROM UNCERTAIN TAX POSITIONS ONLY IF IT IS MORE-LIKELY-THAN-NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY THE TAXING AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION. THE ORGANIZATION'S INCOME TAX FILINGS ARE SUBJECT TO AUDIT BY VARIOUS TAXING AUTHORITIES. MANAGEMENT BELIEVES THE ADOPTION OF ASC 740-10 RESULTED IN NO SIGNIFICANT IMPACT TO THE ORGANIZATION'S FINANCIAL STATEMENTS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 2, PART IV, LINE 2B
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE D, PAGE 3, PART X
IRS990ScheduleD/TotalBookValueLandBuildingsAmt030610
IRS990ScheduleD/TotalLiabilityAmt071897
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt0230000
IRS990ScheduleI/RecipientTable/CashGrantAmt1250000
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TO SUPPORT CCI
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1TO SUPPORT ICMM
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0CAROLINA COMMUNITY IMPACT INC
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1INSTITUTE OF MONEY MANAGEMENT
IRS990ScheduleI/RecipientTable/RecipientEIN0823990062
IRS990ScheduleI/RecipientTable/RecipientEIN1471524248
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt03724 NATIONAL DRIVE SUITE 220
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt13724 NATIONAL DRIVE SUITE 220
IRS990ScheduleI/RecipientTable/USAddress/CityNm0RALEIGH
IRS990ScheduleI/RecipientTable/USAddress/CityNm1RALEIGH
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0NC
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1NC
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IRS990ScheduleI/RecipientTable/USAddress/ZIPCd127612
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ORGANIZATION'S PROCESS TO REVIEW FORM 990 - THE PRESIDENT & CEO AND THE DIRECTOR OF FINANCE ARE RESPONSIBLE FOR REVIEWING AND APPROVING THE FORM 990 BEFORE IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ENFORCEMENT OF CONFLICTS POLICY OFFICERS, DIRECTORS, AND KEY EMPLOYEES ARE REQUIRED TO DISCLOSE ANY POTENTIAL CONFLICTS OF INTEREST ANNUALLY ON A CONFLICT OF INTEREST FORM. ANY KNOWN CONFLICTS OF INTEREST REQUIRE IMMEDIATE DISCLOSURE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2COMPENSATION PROCESS FOR TOP OFFICIALS - THE BOARD OF DIRECTORS GENERALLY DETERMINES AND REVIEWS THE SALARY OF THE PRESIDENT AND CEO. COMPENSATION PROCESS FOR OFFICERS - THE BOARD OF DIRECTORS GENERALLY DETERMINES AND REVIEWS THE SALARY OF KEY EMPLOYEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3COMPENSATION PROCESS FOR TOP OFFICIALS - THE BOARD OF DIRECTORS GENERALLY DETERMINES AND REVIEWS THE SALARY OF THE PRESIDENT AND CEO. COMPENSATION PROCESS FOR OFFICERS - THE BOARD OF DIRECTORS GENERALLY DETERMINES AND REVIEWS THE SALARY OF KEY EMPLOYEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4GUIDESTAR.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5GOVERNING DOCUMENTS DISCLOSURE EXPLANATION CESI MAKES IT GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. THE ORGANIZATION FORM 990 IS ALSO AVAILABLE ON GUIDESTAR.ORG.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6187,446 122,305 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART IX, LINE 11G
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0true
IRS990ScheduleR/IdDisregardedEntitiesGrp/DirectControllingEntityName/BusinessNameLine1Txt0CESI
IRS990ScheduleR/IdDisregardedEntitiesGrp/DisregardedEntityName/BusinessNameLine1Txt0BARRETT RESOURCES LLC
IRS990ScheduleR/IdDisregardedEntitiesGrp/EIN0843406327
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IRS990ScheduleR/IdDisregardedEntitiesGrp/PrimaryActivitiesTxt0FIN. ASST.
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/AddressLine1Txt03700 BARRETT DRIVE
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/CityNm0RALEIGH
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/StateAbbreviationCd0NC
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0CESI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0CAROLINA COMMUNITY IMPACT INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0823990062
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501C3
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0NC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0LOANS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt012C
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt03700 BARRETT DRIVE
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IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false

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